Everyone in your workspace can view the business profile. Only managers and admins can edit it or add and remove products.
Set up your business profile
Open Context studio from the side menu and click Set up profile on the Business profile card. You can also open it from the Assistant by clicking Business profile. Both take you to the same page.
Enter your company website and click Draft profile. Ocean.io reads your website and drafts your profile. If you’d rather write it yourself, click Fill it in yourself.
Review your company page. It covers:
About: website, company name and description
Who you sell to: ideal customer profile, pain points and customers
Why they choose you: value proposition
Edit anything that isn’t right, then click Next.
Review each product. Ocean.io creates a page for every product it finds on your website. Each page has the product name, value proposition, pain points, use case, discovery questions and trigger events. Edit anything that isn’t right, then click Next. Pages you’ve reviewed show a green check. To add a product, click + next to Products.
On the last product, click Approve and save.
That’s it. From now on, the Assistant and AI research in Workflows use your business profile to understand who you sell to.
Editing your business profile later
Go to Context studio → Business profile and edit directly on the page. If you try to leave with unsaved changes, Ocean.io asks before discarding them.
Do I need the Segmentation add-on?
No. The business profile is available to every workspace. If you don’t have Segmentation, Context studio shows only your business profile. Segmentations, scoring models and buying committees require the Segmentation add-on.